Richard SchimekCRD Number: 2597461
Current Firm: Edward Jones
Richard Schimek (CRD# 2597461) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has 1 year of experience in the finance industry.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
|United States Navy||Lansdale, PA||Sep 2010 - Current||11|
|7-eleven||Philadelphia, PA||Sep 2016 - Sep 2019||3|
|Schimek Enterprises, LLC||Ardmore, PA||Aug 1999 - Aug 2015||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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